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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,916 | $202,342-37.8% | $172,752-27.1% | $152,897-17.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.09% | 1029.83%-1026.7pp | 802.97%-799.9pp | 345.43%-342.3pp |
| Employer contribution / active EE | $5,202 | $5,858-11.2% | $5,144+1.1% | $4,764+9.2% |
| Participant deferral / active EE | $3,717 | $5,948-37.5% | $5,198-28.5% | $5,851-36.5% |
| Admin fee / account holder | $6,207 | $17,111-63.7% | $13,955-55.5% | $11,599-46.5% |